Latest Institutional Transactions on Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information on the latest institutional transactions involving Global X Fds U S Pfd ETF (De) (PFFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-15- 0.18% |
$292 - $315
|
8.21K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
473K+ 93.34% |
$9.2M - $9.91M
|
979K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.85K- 21.07% |
$55.4K - $59.7K
|
10.7K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.2KNew |
$412K - $444K
|
21.2K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
20New |
$390 - $419
|
20
$382
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
300New |
$5.84K - $6.29K
|
300
$5.73K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.26K+ 2.18% |
$122K - $131K
|
293K
$5.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-8.1K- 29.79% |
$158K - $170K
|
19.1K
$365K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.91K- 48.11% |
$135K - $145K
|
7.45K
$142K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 216.43% |
$5.9K - $6.35K
|
443
$8.46K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
9.75KNew |
$190K - $204K
|
9.75K
$186K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.65K+ 22.29% |
$71K - $76.4K
|
20K
$382K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.3K- 15.44% |
$435K - $468K
|
122K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.1K+ 9.53% |
$1.25M - $1.34M
|
736K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10K+ 11.31% |
$195K - $210K
|
98.4K
$1.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.23K+ 822.51% |
$43.4K - $46.7K
|
2.5K
$47.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
15.2KNew |
$296K - $319K
|
15.2K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-926- 4.26% |
$18K - $19.4K
|
20.8K
$397K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-7.11K- 43.7% |
$138K - $149K
|
9.15K
$175K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
338KNew |
$6.47M - $6.82M
|
338K
$6.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.9KNew |
$286K - $302K
|
14.9K
$285K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-115- 2.95% |
$2.2K - $2.32K
|
3.79K
$72.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
523New |
$10K - $10.6K
|
523
$9.99K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.06K- 23.11% |
$116K - $122K
|
20.2K
$385K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1K+ 2.59% |
$19.2K - $20.2K
|
39.7K
$758K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.99% |
$19.2 - $20.2
|
102
$1.95K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
779New |
$14.9K - $15.7K
|
779
$14.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
35New |
$670 - $707
|
35
$669
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
385+ 2.67% |
$7.37K - $7.78K
|
14.8K
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.43K- 49.76% |
$27.4K - $28.9K
|
1.45K
$27.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 192.18% |
$32K - $33.8K
|
2.54K
$48.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$1.91K - $2.02K
|
100
$1.91K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
852+ 5.05% |
$16.3K - $17.2K
|
17.7K
$339K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
603New |
$11.5K - $12.2K
|
603
$11.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
590New |
$11.3K - $11.9K
|
590
$11.3K
|
|
| Q1 2024 | |||||||
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-295Closed |
$5.72K - $6K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-29.6K- 65.3% |
$575K - $603K
|
15.7K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 12.1% |
$211K - $221K
|
101K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
117K+ 180.55% |
$2.27M - $2.38M
|
182K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.25K+ 543.12% |
$102K - $107K
|
6.22K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.75K- 36.06% |
$53.3K - $56K
|
4.88K
$93.2K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-143- 0.36% |
$2.77K - $2.91K
|
40K
$764K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
67.4K+ 5.75% |
$1.31M - $1.37M
|
1.24M
$23.7M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
49New |
$950 - $997
|
49
$936
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.51KNew |
$126K - $132K
|
6.51K
$124K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.46KNew |
$28.3K - $29.7K
|
1.46K
$27.8K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-330- 86.84% |
$6.4K - $6.72K
|
50
$955
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1+ 0.0% |
$19.4 - $20.4
|
20K
$382K
|
|